See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $68,157 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,965 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,023 | $84,936+194.4% | $111,297+124.6% | $79,386+214.9% |
| Participation rate | 98.4% | 75.9%+22.5pp | 77.3%+21.1pp | 70.7%+27.7pp |
| Annual return | 13.29% | 17.45%-4.2pp | 54.65%-41.4pp | 116.85%-103.6pp |
| Employer contribution / active EE | $12,687 | $1,979+541.0% | $2,731+364.5% | $2,427+422.6% |
| Participant deferral / active EE | $11,345 | $3,888+191.8% | $4,487+152.8% | $4,046+180.4% |
| Admin fee / account holder | $252 | $537-53.1% | $7,964-96.8% | $626-59.8% |